# [Viewpoint] Everbright Futures: Methanol Demand Expected to Recover Slightly, Inventories May Start Falling Again

> Everbright Futures says domestic methanol output stays high in November while port arrivals remain very low. Coastal MTO plant utilization has fallen to very low levels, but recovering MTO profits could restart plants and lift demand.

- Date: 2026-11-04 · published 2026-11-04T03:11:22.965Z
- Category: market · region China · magnitude low
- Page: https://feedsoft.ai/events/79062-viewpoint-everbright-futures-methanol-demand-expected-to-recover-slightly
- Commodities: [Crude Oil (Brent)](https://feedsoft.ai/c/BRENT.md)

## Why it matters

Very low port arrivals and expected demand recovery point to falling inventories and firm spreads, supporting methanol-linked chemical and feed-additive costs. Investors are advised to manage risk given uncertainty around US-Iran developments.

## Read by commodity

- BRENT: neutral

## Sources

- goodsfu.10jqka.com.cn: https://goodsfu.10jqka.com.cn/20261104/c681436627.shtml

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.